Buy Hold Sell, by Livewire Markets
Buy Hold Sell: 5 stocks for income and growth

Buy Hold Sell: 5 stocks for income and growth

May 29, 2020

There can often be pitfalls in pursuing a 'one or the other' strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for assets and being left with a thin margin of safety.

In this episode, Dr Don Hamson of Plato Investment Management and Chris Hall from Ellerston Capital discuss stocks that can provide a fine balance between both. Up for debate are 1) Aristocrat Leisure - the pokie machine manufacturer on a losing streak since COVID-10 lockdowns, 2) Coles - the supermarket operator seeing a bump up in sales, and 3) Link Administration Services - Trading at half-price following profit warnings.

Don and Chris also bring along two ex-20 stocks with strong prospects for capital price appreciation and growing dividends.

Notes: This episode was filmed on 20 May 2020. Watch the video or access the transcript here.

Rewriting the rules on income

Rewriting the rules on income

May 26, 2020

Retiree investors have borne significant financial pain as a result of the COVID-19 crisis and measures to stop its spread. Analysis by JPMorgan predicts that dividends, rental income and interest payments will drop by $135 billion in the 2020 financial year.

Income investing experts Dr Don Hamson of Plato Investment Management and Chris Hall of Ellerston Capital say that factors including COVID-19 have rewritten some of the rules around dividend investing.

Rather than haphazardly relying on the Big Four Banks, investors need to broaden their mindset and consider businesses and sectors where favourable structural shifts are supporting profits and ultimately, shareholder payments. Here, they make the case to consider non-traditional stocks for income and point to mining companies as the "new banks".

Notes: This episode was filmed on 20 May 2020. Access the video and edited transcript here.

Buy Hold Sell: 5 big-caps for reliable dividends

Buy Hold Sell: 5 big-caps for reliable dividends

May 22, 2020

Dividend cuts are a hot topic for income investors. The team at Plato Investment Management expect ASX 200 payouts to fall 30% on aggregate this year. While some big payers have cut or deferred payments, not all companies are giving shareholders grief.

In this episode, Dr Don Hamson of Plato Investment Management and Chris Hall from Ellerston Capital discuss 5 ASX big-caps with strong balance sheets that can be relied on for yield. They include: 1) A finance company with a defensive earnings profile; 2) Australia’s best-capitalised major bank; 3) A conglomerate benefiting from lockdowns, 4) An A-REIT in the right part of the property market, and 5) A mining stock with a growing cash pile. Watch, read or listen to our first show back in the studio since lockdown and get the full story. 

Notes: You can watch and access a full transcript of the interview here. This episode was filmed on 20 May 2020.

Buy Hold Sell: 2 fundies clash on these stock ideas

Buy Hold Sell: 2 fundies clash on these stock ideas

May 15, 2020

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments.

Matthew Kidman hosts a discussion with Simon Shields of Monash Investors Limited and Anthony Aboud of Perpetual Investments about uncorrelated stocks; companies whose earnings are detached from the prevailing economic situation. They include 1) Woolworths, the supermarket giant trading on 23 times earnings; 2) GrainCorp, which just demerged its malt business to try and unlock shareholder value; and 3) A2 Milk, the infant formula “ball-tearer” powering to record highs.

After politely agreeing to disagree on their prospects, Simon and Anthony each bring their favourite uncorrelated stock idea to the table before Matthew wraps up the debate with a sizzling punchline.

Notes: This episode was filmed on 6 May 2020. You can access the video or edited transcript for this Buy Hold Sell episode here. 

The ship has sailed: Iceberg ahead?

The ship has sailed: Iceberg ahead?

May 12, 2020

It’s becoming increasingly evident among Livewire readers and contributors that a new bull market has been forged in the depths of one of the worst event-driven crises in history. Day-by-day, the conversation is gravitating towards how high the market will rise as opposed to when it will re-test the bottom.

In this extended discussion, Anthony Aboud of Perpetual Investments and Simon Shields of Monash Investors discuss how they’re navigating a market that’s so difficult to price given the level of economic uncertainty. They debate topics including the bearing of interest rates on stock prices, the downside and upside risks investors aren’t pricing in, and the types of companies to own in this environment. They cap off the discussion with 4 stock ideas they like right now.

Notes: This episode was filmed on 6 May 2020. You can access the video and edited transcript for this Buy Hold Sell episode here.

Buy Hold Sell: 5 value stocks set to prosper in a bear market

Buy Hold Sell: 5 value stocks set to prosper in a bear market

May 8, 2020

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue?

In this episode of Buy Hold Sell, Simon Shields from Monash Investors and Anthony Aboud from Perpetual Investments join Matthew Kidman to talk all about the potential resurgence of value stocks and their future prospects. They are: 1) Telstra, an old Australian favourite with potential for a 4-5% yield; 2) JB HI-FI, a retailer who is winning throughout the covid crisis; 3) AP Eagers, the biggest car dealership in Australia, whose stock price has more than halved in the last 12 months. Simon and Anthony also reveal two of their own stocks that are both compelling and of good value.

Notes: This episode was filmed on 6 May 2020. You can access the video and edited transcript for this Buy Hold Sell episode here.

 

Buy Hold Sell: 5 ex-20 stocks ready to roar

Buy Hold Sell: 5 ex-20 stocks ready to roar

May 1, 2020

A handful of stocks outside the ASX 20 have proved especially popular during the COVID-19 induced stock market rout and (contentious) recovery, according to data provided by Sharesight.

In this episode, Ben Rundle of NAOS Asset Management and Michelle Lopez from Aberdeen Standard Investments debate whether the stocks investors have been stockpiling are truly essential items for your portfolio. They are: 1) Altium - which recently withdrew its earnings guidance; 2) EML Payments - down ~60% from its peak as lockdowns smash discretionary and business spending; 3) Sonic Healthcare - a key player in coronavirus testing but off 25% from its all-time high. Michelle and Ben also present their two favourite ex-20 growth stocks being materially underappreciated by the market.

You can access the video and edited transcript for this Buy Hold Sell episode here.

Notes: Altium, EML and Sonic Healthcare were among Sharesight customers' most-traded stocks from the period 1 April to 15 April 2020. This video was filmed on 22 April 2020.

Opportunity or emergency? A guide to assessing capital raisings

Opportunity or emergency? A guide to assessing capital raisings

April 25, 2020

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but amid a severe and sudden collapse in earnings, companies have asked investors for more than $9 billion of equity capital to survive and in some cases, thrive. In this extended interview, Michelle Lopez of Aberdeen Standard Investments and Ben Rundle from NAOS Asset Management discuss:

  • How to assess a good deal
  • The deal breakers of a capital raising
  • The structure of a capital raising
  • How to manage capital raisings in your portfolio
  • Current capital raising opportunities

On our website, we've published a table to show you equity raisings announced due to COVID-19 and the ones Michelle and Ben are participating in. You can also access the video and full transcript on that page.

Note: This video was recorded on 22 April 2020.

Buy Hold Sell: 5 pandemic-resistant growth stocks

Buy Hold Sell: 5 pandemic-resistant growth stocks

April 24, 2020

It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment, there are a handful of stocks whose earnings refuse to go into lockdown.

In this episode, Michelle Lopez from Aberdeen Standard Investments and Ben Rundle of NAOS Asset Management join Vishal Teckchandani discuss 5 businesses that can help immunise your portfolio from a cyclical slump: 1) a company benefiting from booming data consumption; 2) a tech stock bucking the guidance-scrapping trend; 3) a business providing essential services to households; 4) a WAAAX stock that keeps on chugging and 5) a small-cap riding higher usage of voice, video and messaging apps.

Note: This video was recorded on 22 April 2020. Access the full transcript (including stock codes) and podcast here.

Buy Hold Sell: 6 companies that are set to come out swinging

Buy Hold Sell: 6 companies that are set to come out swinging

April 17, 2020

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to prosper through this crisis?

In this special global equities edition of Buy Hold Sell Matthew Kidman is joined by Charlie Aitken from Aitken Investment Management and Nick Griffin from Munro Partners to debate the prospects of Nike, popular streaming service Netflix, Chinese e-commerce giant Alibaba and electric car juggernaut Tesla, along with 2 other, interesting companies that are set to soar in the long term.

Notes: This episode was filmed on 7 April 2020. You can access the video, podcast or edited transcript (containing the stock codes) for this Buy Hold Sell episode here.

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